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255 Fillmore Street Suite 500, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-11 |
| CO | RA | APPROVED | 2023-01-10 |
Branch Locations
255 Fillmore Street Suite 500, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank Na | Denver | CO | 07/2009 | 09/2016 |
| Cva Family Office, Llc | Denver | CO | 09/2016 | Present |
1. Managing member of MDBHBZ Investments, LLC. This LLC is a partial direct owner of the CVA Family Office. 2. January 2019- Member of Entrepreneur Private Investment Club (EPIC)- Offers network of business owners and entrepreneurs forum to review/share private investment opportunities. It is investment related but offers no compensation to members. Time spent- approximately 1 hour per month. 3. May 2020- EPIC Next Ventures Investments, LLC Epic Next Ventures is an LLC that holds an interest in venture capital fund Next Ventures Investments. Address: 53 Golden Eagle Lance, Littleton, CO 80127. 0 hours per month, minority/ passive investor in both the LLC and Next Ventures Investments. 4. Minority Member of Class VI Securities LLC, Class VI Investments II LLC, Class VI Partners LLC, 2023-Present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-30 |
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